This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC. | 47-1566880 | SO. BURLINGTON, VT | NONE | $28K | — |
| FUTURE PLANNING ASSOCIATES | 03-0271340 | WILLISTON, VT | NONE | $15K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $15K | — |
| KRAKOW & SOURIS | 04-3363718 | BOSTON, MA | NONE | $9K | — |
| MANZI & ASSOCIATES LLC | 04-3508036 | — | NONE | $9K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WELLS FARGO STABLE VALUE FUND GALLIARD CAPITAL MANAGEMENT INC · EIN 52-2250946 / PN 001 | Common Collective Trust | $2.0M | 5.3% |
